HWDSX Mutual Fund

HWDSX Mutual Fund

NAV$9.86
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Returns Overview

1 Month
-0.51%
3 Months
+0.49%
6 Months
+0.78%
YTD
+1.29%
1 Year
+2.59%
3 Years (annualized)
+4.49%
5 Years (annualized)
+1.56%
10 Years (annualized)
+1.74%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would HWDSX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
FTSE World Government Bond Index (WGBI) USD(^WGBI)
This Mutual Fund (YTD)
+1.29%
Peer Avg (YTD)
+0.25%
vs Peers
+1.04%

HWDSX Mutual Fund Performance

HWDSX performance across multiple time periods: 1-month -0.51%, YTD 1.29%, 1-year 2.59%, 3-year 4.49%, 5-year 1.56%, 10-year 1.74%.

HWDSX returns outperform the peer average of 0.25% YTD. With an expense ratio of 1.05%, investors should weigh costs against performance when evaluating this mutual fund.

HWDSX vs another fund shows side-by-side returns. HWDSX alternatives are available in the Mutual Fund Screener.